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Remote Retirement Plan Consultant information

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$43.5K

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How much do remote retirement plan consultant jobs pay per year?

As of Aug 21, 2026, the average yearly pay for remote retirement plan consultant in the United States is $71,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What does a remote retirement plan consultant do?

A Remote Retirement Plan Consultant advises individuals or organizations on retirement plan options, such as 401(k)s, pensions, and other savings plans, while working from a remote location. They help clients understand plan features, compliance requirements, and strategies for maximizing retirement savings. Consultants may also assist with plan design, implementation, and ongoing management, ensuring that clients meet their financial goals and adhere to legal regulations. Their role often involves analyzing financial data, providing expert recommendations, and communicating complex information in an accessible way.

What are the key skills and qualifications needed to thrive as a remote retirement plan consultant, and why are they important?

To thrive as a Remote Retirement Plan Consultant, you need expertise in retirement plan regulations (such as ERISA), plan administration, and a relevant bachelor's degree, often supported by professional certifications like QKA or ASPPA. Familiarity with retirement plan management software, compliance tools, and secure virtual communication platforms is essential. Strong client communication, analytical thinking, and self-motivation are crucial soft skills for building relationships and managing responsibilities remotely. These skills ensure accurate plan oversight, regulatory compliance, and high-quality client service in a virtual environment.

How does a remote retirement plan consultant typically collaborate with clients and internal teams despite working offsite?

As a Remote Retirement Plan Consultant, collaboration is achieved primarily through virtual meetings, secure online portals, and consistent email or phone communication. Consultants work closely with clients to understand their retirement plan needs, ensure regulatory compliance, and answer participant questions. Internally, they often coordinate with compliance specialists, account managers, and investment advisors to deliver comprehensive solutions. Strong digital communication skills and proactive outreach are essential for building trust and maintaining efficient workflows in a remote setting.

What is the difference between Remote Retirement Plan Consultant vs Remote Financial Advisor?

AspectRemote Retirement Plan ConsultantRemote Financial Advisor
CertificationsCPFA, CFP, or similar retirement planning credentialsCFP, CFA, or similar financial planning certifications
Work EnvironmentRemote, client-facing, focused on retirement plansRemote or in-office, broader financial planning services
Employer & IndustryFinancial services firms, retirement plan providersFinancial advisory firms, banks, independent advisors

The Remote Retirement Plan Consultant primarily specializes in retirement plan design, compliance, and participant education, often working with employers and plan sponsors. In contrast, a Remote Financial Advisor offers comprehensive financial planning services, including investments, estate planning, and retirement, to individual clients. While both roles require financial certifications and may be remote, their focus areas and client interactions differ significantly.

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Remote Retirement Plan Consultant jobs near you
Infographic showing various Remote Retirement Plan Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 95% Physical, 2% Hybrid, and 3% Remote job distribution, with an average salary of $71,437 per year, or $34.3 per hour.

Senior Retirement Plan Consultant

Mutual of America Financial Group

Covington, KY • Remote

$80K - $120K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Job description

Mutual of America Financial Group
Job Title: Senior Retirement Plan Consultant 
Location: Remote - Indiana / Kentucky

Who We Are:

At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals.

We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future.

Role Summary:

The Senior Retirement Plan Consultant will represent Mutual of America Financial Group in a sales and marketing capacity to clients and prospects in an assigned territory with an emphasis on soliciting new group takeover plans and cross selling other products. The Retirement Plan Specialist will report into the Regional Vice President and join a dedicated team of Retirement Plan Specialist who are full of energy, enthusiasm, and are highly driven to succeed.

Responsibilities:

  • Setting qualified appointments with Plan Sponsors of 401k and 403b plans through multiple strategies, cold calling, networking, and referrals.
  • Work within a geographic territory to cultivate new prospects, cross-sell solutions, reach and exceed goals by closing deals.
  • Attend client review meetings with Customer Relationship Manager (CRM) for the top five to ten clients in the Retirement Plan Specialist territory to position the Retirement Plan Specialist to ask clients for introductions and to be a reference for sales opportunities.

Required Qualifications:

  • 5 plus years of outside business-to-business sales experience with proven efficiency in selling, presenting, prospecting, and territory management
  • Knowledge of retirement products (401k and 403b plans)
  • Driven to make outbound cold calls into prospective clients
  • Demonstrated cold calling sales ability
  • Ability to effectively communicate
  • Strategic thinker who can work independently
  • Strong Relationship management building skills
  • Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment
  • Valid driver’s license

Preferred Qualifications:

  • Bachelor’s degree

What we offer you:

  • Competitive base salary
  • Quarterly uncapped commission structure
  • Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment
  • 401(K) Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions.
  • Parental Leave: 8 weeks fully paid
  • Paid time off: 20 days plus two floating personal holidays

    The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for quarterly commissions (uncapped), whereby total compensation may exceed this range depending on individual and / or company performance.

    Base Salary Range: $80,000 - $120,000

    Visit www.mutualofamerica.com/careers for additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook: @mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

    Apply